Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

The Drive Towards Regulatory Rules Engine for Compliance

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The Drive Towards Regulatory Rules Engine for Compliance

In this video, Joe Dunphy, VP of Product Management with Fenergo, discusses why investment banks and capital market firms are coming to market for a Standalone Regulatory Rules Engine. He goes on to describe how Fenergo’s Regulatory Rules Engine works and the benefits this can have on the Regulatory Onboarding and Client Lifecycle Management processes.